Congress Wealth Management’s Clarus CLAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-180,506
| Closed | -$2.43M | – | 558 |
|
|
2022
Q3 | $2.43M | Buy |
180,506
+1,031
| +0.6% | +$13.9K | 0.07% | 257 |
|
|
2022
Q2 | $3.41M | Sell |
179,475
-6,324
| -3% | -$120K | 0.09% | 227 |
|
|
2022
Q1 | $4.23M | Buy |
185,799
+4,096
| +2% | +$93.3K | 0.09% | 225 |
|
|
2021
Q4 | $5.04M | Buy |
+181,703
| New | +$5.04M | 0.1% | 219 |
|